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Lakeland Financial (LKFN) Institutional Ownership

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$65.30 +0.76 (+1.17%)
Closing price 07/3/2025 01:23 PM Eastern
Extended Trading
$65.21 -0.09 (-0.14%)
As of 07/3/2025 04:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Lakeland Financial (NASDAQ:LKFN)

Current
Institutional Ownership
Percentage
81.15%
Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$174.36M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$125.29M
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LKFN Institutional Buying and Selling by Quarter

Lakeland Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2025Voya Investment Management LLC7,000$416K0.0%-9.2%0.027%
5/29/2025Rhumbline Advisers79,773$4.74M0.0%-4.2%0.312%
5/19/2025Jane Street Group LLC109,362$6.50M0.0%N/A0.428%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC48,803$2.90M0.0%+25.4%0.191%
5/16/2025Caxton Associates LLP13,011$773K0.0%N/A0.051%
5/16/2025Goldman Sachs Group Inc.284,205$16.89M0.0%-28.0%1.112%
5/16/2025Jones Financial Companies Lllp453$27K0.0%-78.0%0.002%
5/16/2025Dynamic Technology Lab Private Ltd3,610$215K0.0%N/A0.014%
5/16/2025NFJ Investment Group LLC151,742$9.02M0.3%-0.3%0.594%
5/16/2025Millennium Management LLC199,323$11.85M0.0%+327.9%0.780%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.14,868$884K0.0%+5.1%0.058%
5/16/2025AQR Capital Management LLC32,427$1.93M0.0%+90.5%0.127%
5/16/2025Amundi10,344$576K0.0%-20.0%0.040%
5/15/2025Cubist Systematic Strategies LLC113,158$6.73M0.0%+679.5%0.443%
5/15/2025Royal Bank of Canada60,794$3.61M0.0%+13.0%0.238%
5/15/2025Graham Capital Management L.P.11,776$700K0.0%+192.2%0.046%
5/15/2025Quarry LP552$33K0.0%N/A0.002%
5/15/2025Magnetar Financial LLC7,678$456K0.0%N/A0.030%
5/15/2025State of Wyoming4,523$269K0.0%+5.8%0.018%
5/15/2025Timucuan Asset Management Inc. FL199,111$11.84M0.4%+5.7%0.779%
5/15/2025Trexquant Investment LP25,356$1.51M0.0%N/A0.099%
5/14/2025Rafferty Asset Management LLC18,046$1.07M0.0%-15.8%0.071%
5/14/2025Corebridge Financial Inc.13,013$773K0.0%-1.9%0.051%
5/14/2025Kayne Anderson Rudnick Investment Management LLC241,439$14.35M0.0%-55.1%0.945%
5/14/2025MetLife Investment Management LLC14,564$866K0.0%-3.8%0.057%
5/14/2025AlphaQuest LLC21,234$1.26M0.1%+176.1%0.083%
5/14/2025EntryPoint Capital LLC3,929$234K0.1%N/A0.015%
5/14/2025Fuller & Thaler Asset Management Inc.283,606$16.86M0.1%+0.2%1.110%
5/14/2025Quantbot Technologies LP21,806$1.30M0.0%+544.0%0.085%
5/13/2025Aptus Capital Advisors LLC120,925$7.19M0.1%+12.7%0.473%
5/13/2025Northern Trust Corp476,997$28.35M0.0%+2.3%1.866%
5/13/2025Raymond James Financial Inc.349,868$20.80M0.0%+4.1%1.369%
5/13/2025Forvis Mazars Wealth Advisors LLC11,822$703K0.0%-82.8%0.046%
5/13/2025American Century Companies Inc.130,555$7.76M0.0%+2.9%0.511%
5/13/2025Russell Investments Group Ltd.12,925$768K0.0%+2.2%0.051%
5/13/2025HighTower Advisors LLC8,044$478K0.0%-12.1%0.031%
5/12/2025Public Sector Pension Investment Board80,933$4.81M0.0%+27.4%0.317%
5/12/2025Nuveen LLC80,677$4.80M0.0%N/A0.316%
5/12/2025Invesco Ltd.95,617$5.68M0.0%+8.4%0.374%
5/12/2025Swiss National Bank49,450$2.94M0.0%-1.4%0.193%
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5/12/2025Neumeier Poma Investment Counsel LLC475,102$28.24M3.0%-0.2%1.859%
5/12/2025Maryland State Retirement & Pension System7,452$443K0.0%-13.5%0.029%
5/9/2025Deutsche Bank AG28,497$1.69M0.0%+24.7%0.112%
5/9/2025Charles Schwab Investment Management Inc.999,033$59.38M0.0%+5.6%3.909%
5/9/2025Vanguard Group Inc.1,892,943$112.52M0.0%-2.4%7.407%
5/9/2025New Age Alpha Advisors LLC25,381$1.51M0.1%N/A0.099%
5/9/2025Pathway Financial Advisers LLC9,376$557K0.2%-6.5%0.037%
5/8/2025US Bancorp DE2,192$130K0.0%-11.6%0.009%
5/8/2025Harbour Investments Inc.1,990$118K0.0%+16.4%0.008%
5/8/2025Natixis Advisors LLC89,775$5.34M0.0%-3.1%0.351%
5/8/2025Arkadios Wealth Advisors3,942$234K0.0%N/A0.015%
5/8/2025GSA Capital Partners LLP12,864$765K0.1%N/A0.050%
5/7/2025LPL Financial LLC66,165$3.93M0.0%+0.5%0.259%
5/7/2025Heartland Advisors Inc.25,211$1.50M0.1%+13.0%0.099%
5/6/2025Cetera Investment Advisers19,408$1.15M0.0%+2.1%0.076%
5/6/2025Avantax Advisory Services Inc.7,711$458K0.0%+5.6%0.030%
5/6/2025SYM FINANCIAL Corp19,648$1.17M0.1%-27.3%0.077%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH5,217$310K0.0%N/A0.020%
5/6/2025Y Intercept Hong Kong Ltd13,917$827K0.1%N/A0.053%
5/5/2025Allianz Asset Management GmbH10,500$624K0.0%+25.0%0.040%
5/2/2025Victory Capital Management Inc.1,092,383$64.93M0.1%-18.8%4.199%
5/1/2025CWM LLC631$37K0.0%+40.5%0.002%
5/1/2025Louisiana State Employees Retirement System12,000$713K0.0%-2.4%0.046%
4/30/2025Cerity Partners LLC15,600$927K0.0%+8.6%0.060%
4/30/2025Personal CFO Solutions LLC4,153$247K0.1%-4.4%0.016%
4/30/2025Rosenthal Henry Capital Advisors Inc.43,711$2.60M2.6%-4.9%0.168%
4/29/2025Envestnet Asset Management Inc.181,034$10.76M0.0%+1.5%0.696%
4/29/2025Bank of New York Mellon Corp202,754$12.05M0.0%-3.6%0.779%
4/28/2025Principal Financial Group Inc.127,021$7.55M0.0%+2.7%0.488%
4/28/2025Oregon Public Employees Retirement Fund5,838$347K0.0%-3.3%0.022%
4/28/2025Teacher Retirement System of Texas3,857$229K0.0%N/A0.015%
4/28/2025Sippican Capital Advisors21,610$1.28M1.0%+11.5%0.083%
4/25/2025Amalgamated Bank7,278$433K0.0%-2.7%0.028%
4/24/2025Copeland Capital Management LLC740,622$44.02M0.9%-3.1%2.847%
4/24/2025Mirae Asset Global Investments Co. Ltd.20,786$1.25M0.0%+12.6%0.080%
4/24/2025Illinois Municipal Retirement Fund13,915$827K0.0%+3.2%0.053%
4/23/2025Uncommon Cents Investing LLC15,446$918K0.3%-3.2%0.059%
4/21/2025State of Alaska Department of Revenue14,135$840K0.0%-2.3%0.054%
4/15/2025Monarch Capital Management Inc.152,773$9.08M2.5%-1.5%0.587%
4/15/2025SG Americas Securities LLC5,512$328K0.0%N/A0.021%
4/15/2025GAMMA Investing LLC1,085$64K0.0%+60.3%0.004%
4/14/2025Bridge City Capital LLC36,777$2.19M0.7%-0.7%0.141%
4/8/2025Rhumbline Advisers79,773$4.74M0.0%-4.2%0.307%
4/7/2025GAMMA Investing LLC64,492$3.83M0.0%+9,426.1%0.248%
3/18/2025California State Teachers Retirement System23,792$1.64M0.0%-1.2%0.091%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC38,909$2.68M0.0%-14.9%0.153%
2/17/2025Voloridge Investment Management LLC58,301$4.01M0.0%-4.3%0.229%
2/17/2025Squarepoint Ops LLC14,627$1.01M0.0%-34.9%0.057%
2/17/2025Two Sigma Investments LP6,839$470K0.0%-55.0%0.027%
2/17/2025Snowden Capital Advisors LLC8,610$592K0.0%+10.2%0.034%
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2/17/2025Silvercrest Asset Management Group LLC956,565$65.77M0.4%+5.7%3.750%
2/17/2025Rafferty Asset Management LLC21,434$1.47M0.0%-10.8%0.084%
2/17/2025Point72 Asia Singapore Pte. Ltd.362$25K0.0%N/A0.001%
2/17/2025Point72 Asset Management L.P.4,689$322K0.0%+53.5%0.018%
2/17/2025ProShare Advisors LLC7,509$516K0.0%+44.3%0.029%
2/17/2025Nuveen Asset Management LLC82,360$5.66M0.0%+20.2%0.323%
2/17/2025Occudo Quantitative Strategies LP3,307$227K0.0%-26.1%0.013%
2/17/2025Millennium Management LLC46,585$3.20M0.0%-50.0%0.183%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.14,152$973K0.0%+3.9%0.055%
2/17/2025Janus Henderson Group PLC12,248$842K0.0%-12.2%0.048%
(Data available from 1/1/2016 forward)

LKFN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LKFN shares?

During the previous two years, 207 institutional investors and hedge funds held shares of Lakeland Financial. The most heavily invested institutionals were Vanguard Group Inc. ($112.52M), State Street Corp ($83.15M), Silvercrest Asset Management Group LLC ($65.77M), Victory Capital Management Inc. ($64.93M), Charles Schwab Investment Management Inc. ($59.38M), Dimensional Fund Advisors LP ($55.53M), and Copeland Capital Management LLC ($44.02M).Learn more on Lakeland Financial's institutional investors.

What percentage of Lakeland Financial's stock is owned by institutional investors?

81.15% of Lakeland Financial's stock is owned by institutional investors. Learn more on LKFN's institutional investor holdings.

Which institutional investors have been buying Lakeland Financial's stock?

Of the 160 institutional investors that purchased Lakeland Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($713.57K), Raymond James Financial Inc. ($685.98K), Silvercrest Asset Management Group LLC ($288.30K), Copeland Capital Management LLC ($208.69K), Assenagon Asset Management S.A. ($171.67K), Millennium Management LLC ($152.74K), and Charles Schwab Investment Management Inc. ($147.53K).

How much institutional buying is happening at Lakeland Financial?

Institutional investors have bought a total of 2,686,128 shares in the last 24 months. This purchase volume represents approximately $174.36M in transactions.

Which of Lakeland Financial's major shareholders have been selling company stock?

Of the 94 institutional investors that sold Lakeland Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kayne Anderson Rudnick Investment Management LLC ($709.27K), Victory Capital Management Inc. ($503.76K), Natixis Advisors LLC ($128.45K), Goldman Sachs Group Inc. ($110.61K), Forvis Mazars Wealth Advisors LLC ($57.05K), Vanguard Group Inc. ($47.41K), and Millennium Management LLC ($46.51K).

How much institutional selling is happening at Lakeland Financial?

Institutional investors have sold a total of 1,968,390 shares in the last 24 months. This volume of shares sold represents approximately $125.29M in transactions.



This page (NASDAQ:LKFN) was last updated on 7/4/2025 by MarketBeat.com Staff
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